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Roberts, Glore & Co’s Evercore EVR Stock Holding History

Roberts, Glore & Co’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$608K Buy
+1,780
New +$609K 0.15% 128

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Roberts, Glore & Co's EVR Position: Q2 2026 in Review

Roberts, Glore & Co opened a new position in Evercore (EVR) in Q2 2026: 1,780 shares worth $608K. The stake represents 0.15% of the portfolio and ranks #128 among its holdings.

712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Roberts, Glore & Co held 1,780 shares of Evercore worth $608K as of Q2 2026.
  • Evercore was a new Roberts, Glore & Co position in Q2 2026.
  • Evercore made up 0.15% of Roberts, Glore & Co's portfolio in Q2 2026, its #128 holding.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.